Promotion based on membership level [metadata]

In some cases, you may want to differentiate between your customers according to custom criteria that are unique to your business and not supported by default in Voucherify. That's why we've opened our platform for customization and you may add unique attributes to different Voucherify objects using metadata🤓

What are we going to do? 🤔

Add new metadata attributes to customers [membership_level] with three possible values: beginner, standard, and premium.

Now, we can use it as a criterion to create proper customer segments to target specific parts of our audience with custom promotions 🔖

In order for your customers to possess this attribute in Voucherify, you need to add it manually to customers or import a CSV file with proper fields. Go here to learn more 💡

Create new customer segments based on membership level metadata 🤓

Go to the Customers tab and begin the segment creation by naming it.

💡 You can choose between
static and
auto-update segment. The static segment never updates when new customers meet the segment criteria; whereas the auto-update segment is going to include more and more customers who are eligible to enter the segment.

Next, define segment criteria - membership_level metadata has to be a beginner. Click Add to confirm the criteria selection.

In the 3rd step, you can see how many customers already meet the segment criteria.

Hit Save at the bottom of the page to confirm the segment creation ✅

Repeat this step for the remaining two membership levels ⬇️

Now, let's go to the last stage of this tutorial - creating a multi-tiered promotion based on customer segments and minimum order volume 🤩

Launch a promotion 🛒

Go to the Campaigns tab → Create a campaign (plus) → Promotion.

Begin with naming your campaign and establishing the timeframe of your campaign. If you skip this step, your campaign is going to run non-stop and would have to be terminated manually ✋

In the 2nd step, you can create multiple tiers and rules that govern your promotion.

First, name the tier and design the banner (message) that customers are going to see if they are eligible for a discount.

Here, you also state the type and value of a discount 💰

Next, define promotion rules to create desired discount circumstances. If you do not establish any promotion rules, all customers are going to receive a discount 😮

We intend to create three different promotion tiers with three different sets of names, banners, and promotion rules.

Here are the rules for the Beginner Members ⬇️

The customer segment is Beginner Member.

The total order amount is more than $199.99.

To create a second-tier, click add a new tier ➕

Here are the details of the second tier ⬇️

The details of the third tier ⬇️

In the third step, you can add optional metadata to the campaign to improve tracking 🔎

In the last step, you will see the summary view of the promotion that you've just created. At this stage, you can easily come back to previous steps and modify them as later on modification possibilities will be greatly reduced.

Well done 🥳 You've just created a promotion based on complex membership levels and order volume.